In Q3/2026, Lideco (NTL) reported a post-tax loss of VND 77 billion, compared with a profit of VND 13 billion in the same period last year, and a 9-month post-tax loss of VND 56 billion. As of 30/9/2026, its trading securities were carried at cost of over VND 605 billion, nearly 30% of total assets of VND 2,023 billion, but their fair value was only about VND 506 billion, a temporary loss of VND 99 billion, and the company had to set aside a provision of VND 101 billion. Its largest holding is 23.5 million TCH shares, with a cost of about VND 311 billion and fair value of about VND 272 billion, while PAN and HHS are also temporarily in the red by nearly VND 18 billion and over VND 15 billion, respectively. Financial expenses in the quarter reached over VND 76 billion, while financial income fell sharply to nearly VND 3.5 billion from VND 58 billion in the same period last year.
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Original headline: Nắm loạt cổ phiếu TCH, HHS, PAN..., một công ty tạm lỗ gần trăm tỷ
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Related tickers and likely impact
PAN
▼ Likely negativePAN Group
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Food & Beverage |
| Industry | Food Production |
| Market cap | 4,537 bn VND |
| P/E | 3.8 |
| P/B | 0.84 |
| Close on 10/26/2026 | 18.30 |
| Change that session | +1.10% |
TCH
▼ Likely negativeHoang Huy Investment Financial
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Real Estate |
| Industry | Real Estate Holding & Development |
| Market cap | 12,040 bn VND |
| P/E | 40.3 |
| P/B | 1.04 |
| Close on 10/26/2026 | 11.90 |
| Change that session | -0.83% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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